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Stratos Wealth Partners’s Xcel Energy XEL Stock Holding History

Stratos Wealth Partners’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$897K Sell
11,289
-2,780
-20% -$218K 0.01% 839
2025
Q4 		$1.04M Buy
14,069
+1,566
+13% +$124K 0.01% 757
2025
Q3 		$1.01M Buy
12,503
+6,762
+118% +$489K 0.01% 749
2025
Q2 		$391K Sell
5,741
-356
-6% -$24.7K 0.01% 1028
2025
Q1 		$432K Sell
6,097
-348
-5% -$23.7K 0.01% 946
2024
Q4 		$435K Buy
6,445
+801
+14% +$53.7K 0.01% 994
2024
Q3 		$369K Sell
5,644
-164
-3% -$9.73K 0.01% 1055
2024
Q2 		$310K Buy
5,808
+286
+5% +$15.6K 0.01% 1079
2024
Q1 		$297K Sell
5,522
-1,345
-20% -$76.8K ﹤0.01% 1103
2023
Q4 		$425K Buy
6,867
+375
+6% +$22.5K 0.01% 929
2023
Q3 		$371K Sell
6,492
-652
-9% -$39.2K 0.01% 932
2023
Q2 		$444K Buy
7,144
+955
+15% +$63.8K 0.01% 812
2023
Q1 		$417K Sell
6,189
-1,536
-20% -$104K 0.01% 757
2022
Q4 		$542K Sell
7,725
-613
-7% -$40.8K 0.01% 705
2022
Q3 		$534K Buy
8,338
+185
+2% +$13.5K 0.01% 670
2022
Q2 		$577K Sell
8,153
-26,546
-77% -$1.93M 0.01% 677
2022
Q1 		$2.5M Buy
34,699
+1,572
+5% +$108K 0.06% 313
2021
Q4 		$2.24M Buy
33,127
+2,930
+10% +$191K 0.05% 327
2021
Q3 		$1.89M Sell
30,197
-668
-2% -$45.1K 0.05% 336
2021
Q2 		$2.03M Buy
30,865
+1,485
+5% +$103K 0.05% 336
2021
Q1 		$1.95M Sell
29,380
-40,229
-58% -$2.54M 0.05% 308
2020
Q4 		$4.64M Buy
69,609
+352
+0.5% +$24.5K 0.14% 168
2020
Q3 		$4.78M Buy
69,257
+2,799
+4% +$191K 0.16% 153
2020
Q2 		$4.15M Buy
66,458
+13,789
+26% +$869K 0.15% 160
2020
Q1 		$3.18M Sell
52,669
-18,119
-26% -$1.18M 0.15% 143
2019
Q4 		$4.49M Buy
70,788
+910
+1% +$56.9K 0.18% 128
2019
Q3 		$4.53M Buy
69,878
+1,239
+2% +$77.2K 0.2% 111
2019
Q2 		$4.08M Buy
68,639
+2,680
+4% +$154K 0.18% 126
2019
Q1 		$3.71M Buy
65,959
+571
+0.9% +$30.4K 0.17% 134
2018
Q4 		$3.22M Buy
65,388
+2,247
+4% +$113K 0.17% 133
2018
Q3 		$2.98M Sell
63,141
-719
-1% -$33.9K 0.13% 161
2018
Q2 		$2.92M Buy
63,860
+444
+0.7% +$19.9K 0.13% 180
2018
Q1 		$2.88M Buy
63,416
+447
+0.7% +$19.9K 0.12% 178
2017
Q4 		$3.03M Buy
62,969
+1,496
+2% +$74.2K 0.14% 157
2017
Q3 		$2.91M Buy
61,473
+555
+0.9% +$26.6K 0.14% 160
2017
Q2 		$2.79M Buy
60,918
+1,935
+3% +$89.1K 0.14% 146
2017
Q1 		$2.62M Buy
58,983
+4,153
+8% +$176K 0.15% 141
2016
Q4 		$2.23M Buy
54,830
+1,429
+3% +$57.1K 0.14% 149
2016
Q3 		$2.2M Buy
53,401
+5,486
+11% +$235K 0.15% 135
2016
Q2 		$2.15M Buy
47,915
+8,900
+23% +$368K 0.16% 126
2016
Q1 		$1.63M Buy
39,015
+20,709
+113% +$807K 0.14% 134
2015
Q4 		$657K Buy
18,306
+7,997
+78% +$286K 0.05% 247
2015
Q3 		$365K Buy
+10,309
New +$351K 0.05% 326
2015
Q2 		– Sell
-6,307
Closed -$217K – 620
2015
Q1 		$217K Buy
6,307
+119
+2% +$4.25K 0.03% 531
2014
Q4 		$222K Buy
+6,188
New +$208K 0.04% 419

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's XEL Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Xcel Energy (XEL) stake by 20% in Q1 2026, selling an estimated $218K and leaving 11,289 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #839.

Stratos Wealth Partners first reported a position in XEL in Q4 2014 and has held it in 45 quarters since. The position peaked at $4.78M in Q3 2020. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Stratos Wealth Partners held 11,289 shares of Xcel Energy worth $897K as of Q1 2026.
  • Stratos Wealth Partners sold 2,780 Xcel Energy shares in Q1 2026, an estimated $218K.
  • Xcel Energy made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #839 holding.
  • Stratos Wealth Partners first reported a position in Xcel Energy in Q4 2014 and has held it in 45 quarters since.
  • Stratos Wealth Partners's Xcel Energy position peaked at $4.78M in Q3 2020.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.